Custom portfolios for advisors
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Your investment philosophy. Betterment's technology. A winning combination for you and your clients.
Your expertise is priceless. That’s why we’ve made it easier to serve your clients with custom model portfolios—all while saving you time.
In just a few clicks, you can create portfolios aligned with your firm's investment philosophy and enjoy all the perks of our technology you already know and love.
Leverage Betterment for Advisors' sophisticated portfolio management tools across every portfolio in your book:
Choose from 1500+ ETFs
Create custom asset classes and allocations
Personalize client invitations
Assign your portfolios to clients instantly
Select from a suite of tools to power your business — including automated rebalancing, tax-loss harvesting, and streamlined accounts transfers.
Custom portfolios are available to firms of any size. No additional cost or minimum account size required.1